If you are age 60 or older, free tax preparation assistance is available through Tax Counseling for the Elderly. Find a location near you .

A checklist from the IRS can help you gather your information for tax year 2014. Make sure to bring your checking account number and savings account number so you can get your refund directly deposited to your accounts—you can split your refund between your accounts if you want.

Not sure you need to file at all? Depending on your age, income, and filing status, you might not technically be required to file a return. The IRS has guidance to help you decide whether you need to file. Even if you’re not required to file, it might still be a good idea. You might receive a tax refund, or you might be eligible for tax credits. If you signed up for health care in 2014 and received an advance payment of premium tax credit, or want to claim a premium tax credit, you may need to file a return even if your income is below the filing threshold.

Does your organization provide free services to taxpayers?

We’ve created a set of materials for VITA sites and others to use, as they encourage people to save part of their tax refunds. If your organization helps people prepare their taxes, you can use the materials linked here:

Checklist for your organization to post online or mail out, to help taxpayers prepare for their tax appointment (English)

Checklist to hand out at the tax preparation site, to confirm taxpayers have brought the necessary information with them (English)

Worksheet to help taxpayers decide how much to save and identify the best options for saving (English)